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Editor's Notes

• #4: Hi Carisa, please use the instructions below to edit the graphic. For the stair steps, I would like to have the text on each step to show the process of application creation. Everything else, I know you will work your magic. Thank you so much
• #9: Dimensions are the structural elements of an application that describe and hold data. Examples of dimensions are accounts, entities and time periods. The elements that make up a dimension are called members. For example, Net Income and Gross Margin may be the members of the Accounts dimension
• #10: Members of a dimension are arranged in hierarchies. Upper-level members are called parent members and the members immediately below the parent members are referred to as their children. All the members below a parent are called descendents. The bottom-level members of the hierarchy are called base level members. The graphic shows a part of the dimension hierarchy of the Accounts dimension. In this hierarchy, the TotalRevenues member is a child of GrossMargin. Sales and OtherRevenues are children of TotalRevenues and descendants of GrossMargin. Sales and OtherRevenues are also the base level members.
• #11: Data is entered into the base level members of the dimensions and not into the parent members. The values for the parent-level members are aggregated from their children. In the illustration, the data values from the base level members are rolled up to the parent level members TotalRevenues and TotalCosts. TotalRevenues and TotalCosts are then rolled up to their parent, GrossMargin.
• #12: Hyperion Financial Management supplies eight system-defined dimensions. Your customizes the dimension members to meet the needs of your organization. Scenario The Scenario dimension represents a set of related data, such as Budget, Actual or Forecast. For example, the Actual scenario could contain data from a general ledger, reflecting past and current business operations. The Budget scenario could contain data reflecting the targeted business operations. The Forecast scenario would typically contain data corresponding to predictions for upcoming periods.In Hyperion Financial Management, you can have multiple scenarios defined for an application. Year:The Year dimension represents the year for the data. Your application can contain data for more than one year. Period:The Period dimension represents time periods such as quarters and months. Entity:The Entity dimension represents the various management and legal reporting structures in your organization. Examples of entities are regions and divisions. The entities in an organization can be categorized in several ways. Base entities at the bottom of the organization structure that do not own other entities. Dependent entities owned by another entity in the organization. Parent entities that contain one or more dependents that report directly to them. Value:The Value dimension represents different types of values stored in your application. For example, the Entity Currency member stores the value for an entity in its local currency. The Parent Currency member stores the value for an entity translated to the currency of its parent entity. Account:The Account dimension represents a hierarchy of natural accounts. These accounts store financial data for entities and scenarios in an application. Each account has a type, such as Income or Expense that defines its accounting behavior. Intercompany:The Intercompany dimension represents all intercompany balances that might exist for an account. Hyperion Financial Management can track and eliminate intercompany transaction details across entities and accounts.View:The View dimension represents various modes of calendar intelligence. Examples of calendar intelligence include Periodic, Year-to-Date and Quarter-to-Date. When you set this dimension to Periodic, the values for each month are displayed. If you set to Year-to-Date or Quarter-to-Date, the cumulative values are. Custom The custom dimensions are associated with accounts. These dimensions let you tspecify additional detail for the accounts. You use these dimensions to store additional detail such as products, markets, channels or balance sheet movement. For example, you might have a custom dimension for products associated with your Sales and COGS accounts that lets you track sales and cost detail by product
• #14: To access the Hyperion Financial Management logon page, you enter in your browser URL the name of the Web server on which Hyperion Financial Management was installed and the name of the directory alias for Hyperion Financial Management. The default alias is ‘HFM’. Hyperion Financial Management use Windows user names and password for authentication. You enter your Window logon and id on the Hyperion Financial Management logon page and the name of the domain server used by your organization for authentication. When you select an Hyperion Financial Management application, Hyperion Financial Management verifies that your user id and password are valid for the application.
• #15: In Hyperion Financial Management, all data is processed within applications. An application is a related set of dimensions and dimension members that meet a specific set of analytical or reporting requirements. For example, you might have an application named Taxes for tax planning and a separate application named Sales for sales analysis. You access Hyperion Financial Management applications from server clusters. Server clusters improve performance by sharing the workload among a group of servers. If you have only one server, the server cluster name is the same as the server name. After you have selected a server cluster, a list of the Hyperion Financial Management applications available on that cluster displays.
• #16: Tasks. The Tasks section of the home page lets you select a task to perform. Favorites. You can add links to frequently used documents such as data entry forms or journals to the Favorites section Links. The Links section display links to other Hyperion Products. These are set up during installation. Menu Bar.The menu bar is available from all pages. It allows you to quickly navigate between modules without returning to the home page Preferences. The Preferences section lets you set user preferences. you can specify number formatting for the decimal and thousands separator characters, the language in which to display descriptions, whether to use applets for Web applications, and whether to save files in Unicode format.